Broeb22 Posted May 6, 2021 Share Posted May 6, 2021 Added to TOITF Link to comment Share on other sites More sharing options...
Gregmal Posted May 6, 2021 Share Posted May 6, 2021 Over past week I converted some AYR to NVR+MSGE plus paid down some margin. Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted May 6, 2021 Share Posted May 6, 2021 I added more ATTO on the post earnings sell off. I think intrinsic value ($80+) is higher post these results off of the strong sales but the market is selling ATTO off based on a perceived disappointment in margins in Q1. Full year EBITDA margin guidance is unchanged and with stronger sales, should end up higher than previously anticipated. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 6, 2021 Share Posted May 6, 2021 23 hours ago, fareastwarriors said: PCYO Added a bit more PCYO today Link to comment Share on other sites More sharing options...
John Hjorth Posted May 10, 2021 Share Posted May 10, 2021 Added further to BAM today. [I'm now "maxed out" [in the sense of being basically fully invested, without any use of any kind af leverage, except deferred taxes on taxable accounts]]. Link to comment Share on other sites More sharing options...
Monsieur_dee Posted May 10, 2021 Share Posted May 10, 2021 Copying Dorsey into SMAR. Link to comment Share on other sites More sharing options...
DumDumInvestor Posted May 10, 2021 Share Posted May 10, 2021 Bought DOCN, now a full position. Link to comment Share on other sites More sharing options...
nwoodman Posted May 11, 2021 Share Posted May 11, 2021 FFH Link to comment Share on other sites More sharing options...
Gregmal Posted May 11, 2021 Share Posted May 11, 2021 Covered a bunch of my ARK shorts. Added to APTS and been picking at ALCO last few days. Link to comment Share on other sites More sharing options...
Pistachio_Lawyer Posted May 11, 2021 Share Posted May 11, 2021 (edited) Increased my position on SRG by 70%. Bought at 15.10 Lets go team value Edited May 11, 2021 by Pistachio_Lawyer Link to comment Share on other sites More sharing options...
cubsfan Posted May 11, 2021 Share Posted May 11, 2021 More BOMN - 24.60 Link to comment Share on other sites More sharing options...
cubsfan Posted May 11, 2021 Share Posted May 11, 2021 More APTS 9.50 Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 11, 2021 Share Posted May 11, 2021 More APTS as well Link to comment Share on other sites More sharing options...
StevieV Posted May 11, 2021 Share Posted May 11, 2021 On 5/6/2021 at 1:21 PM, SafetyinNumbers said: I added more ATTO on the post earnings sell off. I think intrinsic value ($80+) is higher post these results off of the strong sales but the market is selling ATTO off based on a perceived disappointment in margins in Q1. Full year EBITDA margin guidance is unchanged and with stronger sales, should end up higher than previously anticipated. Well, me too. Link to comment Share on other sites More sharing options...
Agrippa07 Posted May 12, 2021 Share Posted May 12, 2021 covered some shorts as well, and added to: Baba, Naspers, ATM (A2 milk),FGNA Warrents and Ubisoft Link to comment Share on other sites More sharing options...
RichardGibbons Posted May 12, 2021 Share Posted May 12, 2021 Bought some YALA. It's a Middle-Eastern voice-centric social media company that grew the top line by 40% since last quarter and 240% YoY. When you look at valuation, the company has a run-rate PE in the low-20s based on Non-GAAP Income (which just excludes share-based compensation) or the 40s based on GAAP income. And it has an EV to run-rate sales ratio of about 10. I'd guess that, because of the voice-centric nature of the business, the pandemic may have provided a tailwind. But, even if tailwinds are potentially going away, I'm still happy to buy a company at a 20 PE that has a moat based on network-effects and is growing the top line by 100%+. Link to comment Share on other sites More sharing options...
Gregmal Posted May 12, 2021 Share Posted May 12, 2021 Added a few shares of CPNG after hours. Still not really a material position and I still think tech has some ways to fall, but after spending a bit of time on it, I also think this is a very promising company and a reasonable proxy for SK growth. At the least its worth keeping an eye on. Link to comment Share on other sites More sharing options...
MattR Posted May 13, 2021 Share Posted May 13, 2021 Added Baba. Now more than 15% of my portfolio Link to comment Share on other sites More sharing options...
Broeb22 Posted May 13, 2021 Share Posted May 13, 2021 22 hours ago, RichardGibbons said: Bought some YALA. It's a Middle-Eastern voice-centric social media company that grew the top line by 40% since last quarter and 240% YoY. When you look at valuation, the company has a run-rate PE in the low-20s based on Non-GAAP Income (which just excludes share-based compensation) or the 40s based on GAAP income. And it has an EV to run-rate sales ratio of about 10. I'd guess that, because of the voice-centric nature of the business, the pandemic may have provided a tailwind. But, even if tailwinds are potentially going away, I'm still happy to buy a company at a 20 PE that has a moat based on network-effects and is growing the top line by 100%+. Thank you for posting, because now I can say this. Yalla yalla bills, y’all. Link to comment Share on other sites More sharing options...
Castanza Posted May 13, 2021 Share Posted May 13, 2021 GRBK Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 13, 2021 Share Posted May 13, 2021 Nibbled at some more BABA Link to comment Share on other sites More sharing options...
RetroRanger Posted May 13, 2021 Share Posted May 13, 2021 1 minute ago, fareastwarriors said: Nibbled at some more BABA Me too ! BABA! Link to comment Share on other sites More sharing options...
Lakesider Posted May 13, 2021 Share Posted May 13, 2021 Just now, RetroRanger said: Me too ! BABA! Me also Link to comment Share on other sites More sharing options...
rkbabang Posted May 13, 2021 Share Posted May 13, 2021 Everyone seems to be buying BABA. I bought more of something almost as risky. BTC I know, I know, Munger likes one and hates the other. ¯\_(ツ)_/¯ Link to comment Share on other sites More sharing options...
Xerxes Posted May 13, 2021 Share Posted May 13, 2021 On 5/10/2021 at 11:07 AM, John Hjorth said: Added further to BAM today. [I'm now "maxed out" [in the sense of being basically fully invested, without any use of any kind af leverage, except deferred taxes on taxable accounts]]. John, i must say, i was a bit surprised to see you start a position on BAM. I always saw you as sticking with the devil-that-you know-like story (yr long term holding on BRK). That said, glad to see you joining BAM. Link to comment Share on other sites More sharing options...
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